QuickBooks Setup & Guidance

QuickBooks is great accounting software that is designed with business owners in mind.  The initial setup of the software can sometimes be overwhelming, and we can help.  Our trained employees can help you set up and install QuickBooks on your desktop.  With our knowledge and background, some of the services we provide include:

  • Installing software and determining your QuickBooks starting date
  • Deciding which accounting method to use
  • Loading the correct chart of accounts and starting balances
  • Entering outstanding accounts receivable and accounts payable details
  • Preparation of a list of items you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales tax

In addition to new account setup, we can provide basic training on using QuickBooks for your bookkeeping needs.  Our training will focus on your individual business and address specific issues, questions, and concerns you may have.

If you’ve already got QuickBooks and need help getting back on track, ask about our QuickBooks Tune-up option.  Whether you need to prepare for tax time or a financial review, or you just need to clean up your problem areas, we can help.  Topics addressed during a tune-up can include reviewing transactions for the year, customizing reports, balancing general ledger to subsidiary records, additional personalized training and more.

Interested in getting started with QuickBooks?  Check out this special offer for Birch Bay Tax and Accounting customers and receive 20% off your software purchase.  For more information on why so many businesses choose QuickBooks and QuickBooks tips, visit our resources section.

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